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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,209 | $126,519+67.7% | $106,201+99.8% | $145,959+45.4% |
| Participation rate | 89.5% | 77.7%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 8.96% | 225.10%-216.1pp | 116.26%-107.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,344 | $3,726-37.1% | $3,170-26.0% | $4,661-49.7% |
| Participant deferral / active EE | $9,022 | $5,716+57.9% | $5,012+80.0% | $6,689+34.9% |
| Admin fee / account holder | $61,266 | $17,312+253.9% | $11,039+455.0% | $13,398+357.3% |